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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,552 | $107,368-54.8% | $92,915-47.7% | $152,909-68.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 4.10% | 145.64%-141.5pp | 109.45%-105.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,920 | $4,848-39.8% | $4,238-31.1% | $5,851-50.1% |
| Admin fee / account holder | $17,154 | $7,082+142.2% | $5,796+196.0% | $11,601+47.9% |